See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,757 | $85,766+56.0% | $136,294-1.9% | $70,131+90.7% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 14.18% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,021 | $2,966+35.6% | $4,695-14.4% | $2,342+71.7% |
| Participant deferral / active EE | $7,715 | $5,051+52.7% | $6,247+23.5% | $3,332+131.6% |
| Admin fee / account holder | $43,458 | $5,420+701.7% | $9,243+370.2% | $4,645+835.5% |